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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,373 | $52,353-15.2% | $120,225-63.1% | $82,448-46.2% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 13.63% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,360 | $1,510+122.5% | $3,475-3.3% | $2,551+31.7% |
| Participant deferral / active EE | $6,221 | $2,627+136.8% | $3,999+55.6% | $4,139+50.3% |
| Admin fee / account holder | $14,231 | $4,363+226.2% | $5,696+149.8% | $7,234+96.7% |